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Motilal Oswal Financial Services Senior Wealth Manager Interview Questions and Answers

Updated 10 Jan 2025

Motilal Oswal Financial Services Senior Wealth Manager Interview Experiences

2 interviews found

Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - One-on-one 

(1 Question)

  • Q1. Asked about ex company experience and performance.
Round 2 - One-on-one 

(1 Question)

  • Q1. Discussed about career and discussed about role.
Round 3 - One-on-one 

(1 Question)

  • Q1. One to one round done with zonal head of pcg pune. Checked previous performance and discussed about their expectations.
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Recruitment Consulltant and was interviewed before Jun 2023. There was 1 interview round.

Round 1 - One-on-one 

(4 Questions)

  • Q1. Mutual Funds details.
  • Q2. Market Knowledge
  • Q3. Structured Product
  • Q4. PMS/AIF details basic

Interview Preparation Tips

Topics to prepare for Motilal Oswal Financial Services Senior Wealth Manager interview:
  • Mutual
  • Pms/AIF
  • Market knowledge
Interview preparation tips for other job seekers - Prepare on market and basic details of products, confidence is most.

Senior Wealth Manager Interview Questions Asked at Other Companies

Interview questions from similar companies

I applied via Job Portal and was interviewed in Feb 2021. There were 4 interview rounds.

Interview Questionnaire 

2 Questions

  • Q1. My past experience and about how I acquired clients
  • Q2. Case studies on getting huge AUMs

Interview Preparation Tips

Interview preparation tips for other job seekers - It is good to go prepared about industry knowledge
Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via campus placement at Kumaraguru College of Technology, Coimbatore and was interviewed in Nov 2024. There were 2 interview rounds.

Round 1 - Group Discussion 

The group discussion was conducted on the basic topic of "Education System in India." After announcing the topic, the HR provided three minutes for preparation, during which participants were allowed to take notes. Subsequently, each person spoke about the topic for 30 seconds. Following the individual presentations, a three-minute discussion took place among the members.

Round 2 - One-on-one 

(4 Questions)

  • Q1. What is meant by securities?
  • Ans. 

    Securities are financial instruments that represent ownership or debt in a company or government entity.

    • Securities can include stocks, bonds, options, and futures.

    • They are bought and sold on financial markets.

    • Investors purchase securities as a way to potentially earn a return on their investment.

    • Securities can be issued by corporations, governments, or other organizations.

    • They provide investors with the opportunity to ...

  • Answered by AI
  • Q2. What is meant by the repo rate and reverse repo rate?
  • Ans. 

    Repo rate is the rate at which the central bank lends money to commercial banks, while reverse repo rate is the rate at which the central bank borrows money from commercial banks.

    • Repo rate is used by the central bank to control inflation and money supply in the economy.

    • Reverse repo rate is used to absorb excess liquidity from the market.

    • Changes in repo rate and reverse repo rate influence the interest rates in the econ...

  • Answered by AI
  • Q3. What is the difference between stocks and mutual funds?
  • Ans. 

    Stocks represent ownership in a single company, while mutual funds pool money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other securities.

    • Stocks represent ownership in a single company, giving investors the potential for high returns but also higher risk.

    • Mutual funds pool money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other securities, redu...

  • Answered by AI
  • Q4. Can you provide an introduction about yourself and share details about your family background?
  • Ans. 

    I am a Relationship Manager with a strong background in finance and customer service. My family is supportive and close-knit.

    • Experienced Relationship Manager in finance industry

    • Skilled in customer service and building client relationships

    • Close-knit and supportive family background

  • Answered by AI

Interview Preparation Tips

Topics to prepare for ICICI Securities Relationship Manager interview:
  • NISM VA
  • NISM VII
  • NISM VIII
Interview preparation tips for other job seekers - The recruitment process was straightforward, and the HR team was very friendly throughout the process; it is essential to have basic knowledge in finance.
Interview experience
5
Excellent
Difficulty level
Hard
Process Duration
Less than 2 weeks
Result
Not Selected

I applied via LinkedIn and was interviewed in Aug 2024. There were 2 interview rounds.

Round 1 - Group Discussion 

Case based gd on risk analysis

Round 2 - Technical 

(2 Questions)

  • Q1. Basics of finance and wealth
  • Q2. Situational questions of financial ratio application

Interview Preparation Tips

Interview preparation tips for other job seekers - be proficient in finance
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Recruitment Consulltant and was interviewed in Aug 2024. There was 1 interview round.

Round 1 - One-on-one 

(2 Questions)

  • Q1. Team Handing Business Development
  • Q2. Business Development
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Indeed and was interviewed in Jan 2024. There was 1 interview round.

Round 1 - Technical 

(4 Questions)

  • Q1. DSA kitne hai aur kitne Active hai
  • Q2. Business kaisa karonge
  • Q3. Tell me about ur self
  • Q4. Experience konsa hai aur Financial me kitne sal se ho

Interview Preparation Tips

Interview preparation tips for other job seekers - Keep Business

Branch Manager Interview Questions & Answers

Bajaj Finserv user image Rajnish Kumar Yadav

posted on 26 Oct 2024

Interview experience
4
Good
Difficulty level
-
Process Duration
-
Result
-
Round 1 - HR 

(2 Questions)

  • Q1. How many work experience ,
  • Q2. Privious organisations portfolio

Interview Preparation Tips

Interview preparation tips for other job seekers - All is well
Interview experience
4
Good
Difficulty level
-
Process Duration
-
Result
-
Round 1 - HR 

(2 Questions)

  • Q1. Family Background
  • Q2. Future Vision Mission
  • Ans. 

    To create a future vision mission, one must establish long-term goals and objectives that align with the organization's values and purpose.

    • Define the organization's core values and purpose

    • Set long-term goals and objectives that align with the values and purpose

    • Create a strategic plan to achieve the goals and objectives

    • Communicate the future vision mission to all stakeholders

    • Regularly review and adjust the mission as ne

  • Answered by AI
Round 2 - Technical 

(2 Questions)

  • Q1. Equity Derivative
  • Q2. Mutual Funds Performance

Interview Preparation Tips

Interview preparation tips for other job seekers - Good company to work.
Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
No response

I applied via Wellsfargo.com and was interviewed in Mar 2024. There was 1 interview round.

Round 1 - HR 

(1 Question)

  • Q1. Tell me about experiences you’re faced with customers

Motilal Oswal Financial Services Interview FAQs

How many rounds are there in Motilal Oswal Financial Services Senior Wealth Manager interview?
Motilal Oswal Financial Services interview process usually has 2 rounds. The most common rounds in the Motilal Oswal Financial Services interview process are One-on-one Round.
What are the top questions asked in Motilal Oswal Financial Services Senior Wealth Manager interview?

Some of the top questions asked at the Motilal Oswal Financial Services Senior Wealth Manager interview -

  1. One to one round done with zonal head of pcg pune. Checked previous performance...read more
  2. Mutual Funds detai...read more
  3. PMS/AIF details ba...read more

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Motilal Oswal Financial Services Senior Wealth Manager Salary
based on 5 salaries
₹7.5 L/yr - ₹13 L/yr
30% more than the average Senior Wealth Manager Salary in India
View more details

Motilal Oswal Financial Services Senior Wealth Manager Reviews and Ratings

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3.5

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4.0

Salary

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2.5

Company culture

2.5

Promotions

3.0

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